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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,675 | $53,546-93.1% | $69,890-94.7% | $68,490-94.6% |
| Participation rate | 48.1% | 64.5%-16.4pp | 70.5%-22.3pp | 67.9%-19.7pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.84%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $881 | $2,019-56.4% | $2,560-65.6% | $2,597-66.1% |
| Participant deferral / active EE | $881 | $2,957-70.2% | $3,848-77.1% | $4,028-78.1% |
| Admin fee / account holder | $5 | $4,693-99.9% | $6,267-99.9% | $5,403-99.9% |